Franklin Templeton Investments
Public Site >Sign In  | Register
My Cart
My Cart Summary
Mandatory items may have been added.

<GAIN FROM OUR PERSPECTIVE>

Help

Find a Fund

By fund name, fund number, NASDAQ symbol or CUSIP

View All Funds

Asset Categories


Fund Families


Find Us

Follow Franklin Templeton

Changing a Joint Tenancy Due to Divorce or Death

Share This Page

Changes due to divorce. Provide a completed Shareholder Request Form signed by all current registered owners. Each registered owner must have his or her signature guaranteed by a bank, savings and loan association, trust company, credit union, broker/dealer or any other “eligible guarantor institution,” as noted on the form.

Separate signature guaranteed forms are acceptable, provided that the instructions noted in each form are consistent.

Divorce decrees are not acceptable to remove a joint tenant with rights of survivorship from a registration.

Any outstanding shares in certificate form must be returned to Franklin Templeton Investor Services, LLC, through a traceable method of delivery (i.e. express, certified or registered mail etc.).

You may need to complete and sign a new Account Application.

Changes due to death. Upon the death of a joint tenant, you may remove the name of the deceased from the registration by providing the following:

  1. A completed Shareholder Request Form signed by the surviving joint tenant(s). Each signature must be guaranteed unless the shares are simply being transferred to the surviving joint tenant(s) and no other changes or transactions are taking place. A signature guarantee may be obtained from a bank, savings and loan association, trust company, credit union, broker/dealer or any other “eligible guarantor institution,” as noted on the form.
  2. A photocopy of the death certificate.
  3. A photocopy of an Inheritance Tax Waiver or Consent to Transfer from the applicable state or territory tax authority may be required if the deceased owner legally resided in Indiana, Ohio, Oklahoma, Puerto Rico, Rhode Island, or Tennessee. If the deceased owner legally resided in any of these locations, please call us at (866) 821-7519 for more information.
  4. Any outstanding shares in certificate form must be returned to Franklin Templeton Investor Services, LLC, through a traceable method of delivery (i.e. express, certified or registered mail etc.).
  5. An Account Application completed and signed by the surviving joint tenant(s).

Please call us at (866) 821-7519 if you have questions about the information provided above. Customer Service Representatives are available Monday through Friday, from 5:30 a.m. to 5:00 p.m. Pacific Time.

 

 

 

You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.




    For US residents only.